+67.0%
APO vs VCIT
+3.2%
+63.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +1.0% | +1.9% | -0.9% | -1.0% |
| 3M | -8.4% | -1.4% | -7.0% | -6.9% |
| 6M | -9.1% | -2.1% | -7.0% | -6.9% |
| YTD | -18.3% | -1.6% | -16.7% | -16.8% |
| 1Y | -8.0% | -0.9% | -7.1% | -7.0% |
| 3Y | +47.1% | +20.0% | +27.1% | +19.3% |
| All | +67.0% | +3.2% | +63.7% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling